U.S. federal trademark · Serial No. 87475087 · Reg. No. 5618368
Financial services, namely, wealth management services; Broker-dealer financial services in the field of securities, stocks, bonds, annuities, mutual funds and exchange traded funds; Investment Advice; Fund research and selection namely, mutual and exchanged traded fund advisory services in the nature of mutual and exchanged traded fund research and selection; Financial portfolio advice in the nature of financial portfolio analysis services; Asset allocation services in the nature of financial asset management; Financial management in the field of investment planning; Financial planning; Financial retirement planning; Estate planning; Life insurance brokerage, in particular life insurance wholesaling and related life insurance brokerage services, namely, arranging for the underwriting, issuing and administration of life insurance; Health insurance and employee benefit insurance brokerage, in particular health insurance and employee benefit insurance wholesaling and related services, namely, arranging for the underwriting, issuance and administration of health insurance and employee benefit insurance; Investment consultation in the fields of insurance and retirement products and services; Investment banking services
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